MERIDIAN WEALTH MANAGEMENT, LLC – Vanguard Small Cap Index Fund Transaction History
MERIDIAN WEALTH MANAGEMENT, LLC portfolio value:
$2.19M
portfolio value
MERIDIAN WEALTH MANAGEMENT, LLC quarter portfolio value change:
-2.95%
quarter
Vanguard Small Cap Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -6.19% | -846 shares | -216K | $170.91 | 12.82K |
| Q2 2022 | share | Increase | +11.00% | 1.35K shares | -210K | $176.11 | 13.66K |
| Q1 2022 | share | Increase | +0.74% | 91 shares | -145K | $212.52 | 12.31K |
| Q4 2021 | share | Increase | +73.77% | 5.18K shares | 1.22M | $226.36 | 12.22K |
| Q3 2021 | share | Increase | +9.80% | 628 shares | 95K | $218.67 | 7.03K |
| Q2 2021 | share | Increase | +11.84% | 678 shares | 217K | $224.69 | 6.40K |
| Q1 2021 | share | Increase | +1.33% | 75 shares | 126K | $213 | 5.72K |
| Q4 2020 | share | Decrease | -25.66% | -1.95K shares | -69K | $193.18 | 5.65K |
| Q3 2020 | share | Increase | +34.66% | 1.95K shares | 347K | $151.92 | 7.60K |
| Q2 2020 | share | Decrease | -3.75% | -220 shares | 145K | $143.42 | 5.64K |
| Q1 2020 | share | Increase | +1.79% | 103 shares | -277K | $113.37 | 5.86K |
| Q4 2019 | share | Increase | +2.38% | 134 shares | 88K | $162.11 | 5.76K |
| Q3 2019 | share | Decrease | -2.32% | -134 shares | 856.96K | $149.81 | 5.63K |
| Q2 2019 | share | Increase | +4.16% | 230 shares | -836.96K | $152.07 | 5.76K |
| Q1 2019 | share | Increase | +13.73% | 668 shares | 204K | $147.86 | 5.53K |
| Q4 2018 | share | Increase | +1.19% | 57 shares | -140K | $127.32 | 4.86K |
| Q3 2018 | share | Increase | +1.31% | 62 shares | 43K | $155.93 | 4.80K |
| Q2 2018 | share | Increase | +6.39% | 285 shares | 83K | $148.71 | 4.74K |
| Q1 2018 | share | Increase | +3.84% | 165 shares | 47K | $140.01 | 4.46K |
| Q4 2017 | share | Decrease | -3.55% | -158 shares | -21K | $140.42 | 4.29K |
| Q3 2017 | share | Decrease | -2.64% | -121 shares | 10K | $133.56 | 4.45K |
| Q2 2017 | share | Increase | +4.36% | 191 shares | 36K | $127.61 | 4.57K |
| Q1 2017 | share | Increase | 0.00% | 4.38K shares | 584K | $125.24 | 4.38K |